With Ladder, you can ‘ladder’ up or down in life insurance protection. This is another step toward Halo's commitment to provide comprehensive protective solutions to the RIA marketplace.
The Halo platform gives BMO Wealth Advisors in the U.S. access to a full suite of web-based tools
We can help the advisors to move away from their broker-dealer, which may restrict them from using advisory products and creating a very simple and easy platform to place the business on
Our common mission is to help advisors offer their clients, particularly retirees, effective investment solutions. Fee-based annuities, available through Halo Insurance Services, that span the risk spectrum can be used to construct lasting income protection.
Multi-Year Guaranteed Annuities are a growing niche of the insurance market. This annuity product can be used to augment a portfolio built to produce an income stream. Halo Investing partners with insurance companies to offer MYGAs and other annuities with potentially attractive payouts.
The following is an excerpt from the journal of Halo friend, Brian Mayer, as he guides efforts to provide aid to victims of the conflict in Ukraine. From Lviv – May 8th, 2022 Sometime around 2:10am today, as air raid sirens were blaring in Lviv (along with...
Series C funding follows 550% growth rate in 2020; Halo continues to expand into more products and channels worldwide. CHICAGO – October 12, 2021 – Halo Investing (“Halo”), an award-winning platform for protective investments, announced today that it has raised...
Please see our Halo Disclaimer for other important disclosures. Get Started with Halo Investing Connect with one of our team members below: Request a...
CHICAGO – September 28, 2021 – Halo Investing ("Halo"), an award-winning platform for protective investments, today announced that Great American Life Insurance Company® ("Great American Life®") a wholly owned subsidiary of Massachusetts Mutual Life Insurance...
CHICAGO – June 28, 2021 – Halo Investing ("Halo"), the world's first and only independent, multi-issuer technology platform for protective investments, today announced that AIG Life & Retirement has joined Halo's growing digital annuities platform. AIG...
Independent marketplace streamlines the buying and management across the annuity lifecycle; Allianz Life among leading carriers on the platform. CHICAGO – April 27, 2021 – Halo Investing ("Halo"), the world's first and only independent, multi-issuer technology...
Halo recognized a top honoree in the Finance category for offering new wealth-building opportunities for everyone. Halo Investing has been named to Fast Company's prestigious annual list of the World's Most Innovative Companies for 2021, and among the top honorees...
What's Ahead: Unease in conventional investment approaches is driving demand for more efficient and refined ways to tap equities and fixed income asset classes. Investment platforms have been instrumental in expanding access to new investment opportunities,...
The top 100 North America has become not only a springboard for some of tech's biggest names, but a valued and trusted tool for venture capitalists, experts and analysts predicting trends at the industry's sharpest edge. Halo Investing has been selected as a winner...
The integration enables Halo platform users to find a range of annuities to meet client retirement needs. CHICAGO – October 1, 2020 – FIDx, a product-agnostic platform that seamlessly integrates insurance solutions with wealth management platforms, today announced...
With Ladder, you can ‘ladder’ up or down in life insurance protection. This is another step toward Halo's commitment to provide comprehensive protective solutions to the RIA marketplace.
The Halo platform gives BMO Wealth Advisors in the U.S. access to a full suite of web-based tools
We can help the advisors to move away from their broker-dealer, which may restrict them from using advisory products and creating a very simple and easy platform to place the business on
Our common mission is to help advisors offer their clients, particularly retirees, effective investment solutions. Fee-based annuities, available through Halo Insurance Services, that span the risk spectrum can be used to construct lasting income protection.
Multi-Year Guaranteed Annuities are a growing niche of the insurance market. This annuity product can be used to augment a portfolio built to produce an income stream. Halo Investing partners with insurance companies to offer MYGAs and other annuities with potentially attractive payouts.
The following is an excerpt from the journal of Halo friend, Brian Mayer, as he guides efforts to provide aid to victims of the conflict in Ukraine. From Lviv – May 8th, 2022 Sometime around 2:10am today, as air raid sirens were blaring in Lviv (along with...
Series C funding follows 550% growth rate in 2020; Halo continues to expand into more products and channels worldwide. CHICAGO – October 12, 2021 – Halo Investing (“Halo”), an award-winning platform for protective investments, announced today that it has raised...
Please see our Halo Disclaimer for other important disclosures. Get Started with Halo Investing Connect with one of our team members below: Request a...
CHICAGO – September 28, 2021 – Halo Investing ("Halo"), an award-winning platform for protective investments, today announced that Great American Life Insurance Company® ("Great American Life®") a wholly owned subsidiary of Massachusetts Mutual Life Insurance...
CHICAGO – June 28, 2021 – Halo Investing ("Halo"), the world's first and only independent, multi-issuer technology platform for protective investments, today announced that AIG Life & Retirement has joined Halo's growing digital annuities platform. AIG...
Independent marketplace streamlines the buying and management across the annuity lifecycle; Allianz Life among leading carriers on the platform. CHICAGO – April 27, 2021 – Halo Investing ("Halo"), the world's first and only independent, multi-issuer technology...
Halo recognized a top honoree in the Finance category for offering new wealth-building opportunities for everyone. Halo Investing has been named to Fast Company's prestigious annual list of the World's Most Innovative Companies for 2021, and among the top honorees...
What's Ahead: Unease in conventional investment approaches is driving demand for more efficient and refined ways to tap equities and fixed income asset classes. Investment platforms have been instrumental in expanding access to new investment opportunities,...
The top 100 North America has become not only a springboard for some of tech's biggest names, but a valued and trusted tool for venture capitalists, experts and analysts predicting trends at the industry's sharpest edge. Halo Investing has been selected as a winner...
The integration enables Halo platform users to find a range of annuities to meet client retirement needs. CHICAGO – October 1, 2020 – FIDx, a product-agnostic platform that seamlessly integrates insurance solutions with wealth management platforms, today announced...